Rakuten Investment Management Inc. Invests $1.68 Million in Host Hotels & Resorts, Inc. $HST

Key Points

• Rakuten Investment Management acquired 67,529 shares of Host Hotels & Resorts valued at approximately $1.68 million during the second quarter. Institutional investors collectively own 98.52% of the company.
• Host Hotels & Resorts exceeded quarterly expectations, reporting $0.63 in EPS versus a $0.62 consensus estimate and $1.64 billion in revenue, up 3.4% year over year. The company maintained FY2026 EPS guidance of $2.15–$2.18.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $24.33 versus the stock’s reported $22.28 price. However, executive vice president Nathan S. Tyrrell recently sold 63,882 shares for about $1.48 million.

Rakuten Investment Management Inc. acquired a new stake in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 67,529 shares of the company's stock, valued at approximately $1,683,000.

A number of other large investors have also recently bought and sold shares of the business. Waterloo Capital L.P. boosted its position in Host Hotels & Resorts by 543.6% during the 4th quarter. Waterloo Capital L.P. now owns 166,859 shares of the company's stock valued at $2,958,000 after purchasing an additional 140,932 shares during the period. Arbejdsmarkedets Tillaegspension acquired a new stake in Host Hotels & Resorts in the fourth quarter worth $23,632,000. Convergence Investment Partners LLC bought a new stake in Host Hotels & Resorts in the fourth quarter valued at $843,000. Cbre Investment Management Listed Real Assets LLC boosted its holdings in shares of Host Hotels & Resorts by 41.8% during the fourth quarter. Cbre Investment Management Listed Real Assets LLC now owns 2,169,471 shares of the company's stock valued at $38,465,000 after acquiring an additional 639,695 shares during the period. Finally, Resolution Capital Ltd raised its holdings in shares of Host Hotels & Resorts by 5.9% in the 1st quarter. Resolution Capital Ltd now owns 2,097,777 shares of the company's stock worth $40,193,000 after purchasing an additional 116,440 shares in the last quarter. Institutional investors own 98.52% of the company's stock.

Insiders Place Their Bets

In other Host Hotels & Resorts news, EVP Nathan S. Tyrrell sold 63,882 shares of Host Hotels & Resorts stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $23.13, for a total transaction of $1,477,590.66. Following the transaction, the executive vice president owned 618,207 shares of the company's stock, valued at $14,299,127.91. The trade was a 9.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.50% of the stock is currently owned by company insiders.

Host Hotels & Resorts Stock Performance

NASDAQ HST opened at $22.28 on Monday. The firm's 50 day moving average price is $23.76 and its two-hundred day moving average price is $22.00. The company has a debt-to-equity ratio of 0.80, a quick ratio of 2.96 and a current ratio of 2.96. Host Hotels & Resorts, Inc. has a twelve month low of $15.61 and a twelve month high of $25.71. The stock has a market cap of $15.26 billion, a price-to-earnings ratio of 14.85, a PEG ratio of 2.47 and a beta of 1.10.

Host Hotels & Resorts (NASDAQ:HST - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $0.63 earnings per share for the quarter, beating analysts' consensus estimates of $0.62 by $0.01. The business had revenue of $1.64 billion for the quarter, compared to the consensus estimate of $1.62 billion. Host Hotels & Resorts had a return on equity of 15.53% and a net margin of 16.51%.Host Hotels & Resorts's revenue for the quarter was up 3.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.58 earnings per share. Host Hotels & Resorts has set its FY 2026 guidance at 2.150-2.180 EPS. Equities analysts anticipate that Host Hotels & Resorts, Inc. will post 2.18 EPS for the current year.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Stifel Nicolaus set a $26.25 price target on shares of Host Hotels & Resorts in a research report on Thursday, June 4th. Cantor Fitzgerald raised their price objective on Host Hotels & Resorts from $23.00 to $24.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 11th. Morgan Stanley lifted their target price on Host Hotels & Resorts from $20.00 to $22.00 and gave the stock an "equal weight" rating in a report on Tuesday, May 12th. Barclays boosted their target price on Host Hotels & Resorts from $23.00 to $24.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 21st. Finally, UBS Group increased their price target on Host Hotels & Resorts from $20.00 to $23.00 and gave the company a "neutral" rating in a research report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, Host Hotels & Resorts currently has an average rating of "Moderate Buy" and a consensus price target of $24.33.

More Host Hotels & Resorts News

Here are the key news stories impacting Host Hotels & Resorts this week:

• Positive Sentiment: Bank of America highlighted Host Hotels & Resorts among three dividend stocks that could offer stability as markets become more volatile. The firm expects dividends to play a larger role in total returns because payout ratios remain historically low, potentially increasing investor interest in income-oriented real estate stocks. BofA names 3 dividend stocks for stability amidst choppy markets
• Positive Sentiment: Zacks Research raised its FY2026 EPS forecast for HST to $2.17 from $2.10, increased Q3 2026 EPS to $0.37 from $0.36, lifted Q4 2026 EPS to $0.50 from $0.48, and raised FY2027 and FY2028 estimates to $2.12 and $2.17, respectively. These revisions suggest modestly improved expectations for near-term hotel operating performance. Host Hotels & Resorts analyst estimates
• Neutral Sentiment: Analysts assigned Host Hotels & Resorts a consensus rating of “Moderate Buy,” indicating generally favorable sentiment but not an aggressive upgrade catalyst. Host Hotels & Resorts given Moderate Buy consensus recommendation
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate to $0.59 from $0.60 and Q1 2028 EPS to $0.63 from $0.65. The reductions are small, but they temper the impact of the upward revisions. The current full-year consensus remains approximately $2.18 per share, compared with the company’s FY2026 guidance of $2.15–$2.18.

Host Hotels & Resorts Profile

Host Hotels & Resorts, Inc is a real estate investment trust (REIT) focused on owning and managing premium lodging properties. The company's portfolio predominantly comprises luxury and upper-upscale hotels and resorts operated under leading global brands. Through strategic acquisitions, dispositions and capital investments, Host Hotels & Resorts seeks to enhance long-term value by aligning property-level operating performance with broader market trends in hospitality demand.

The company's holdings span major urban, resort and conference destinations across North America, Europe and the Asia-Pacific region.

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